Stifel Financial
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Stifel Financial’s ClearPoint Neuro CLPT Stock Holding History

Stifel Financial’s Portfolio CLPT Stock Details CLPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-19,373
Closed -$132K – 3347
2023
Q4 		$132K Hold
19,373
– – ﹤0.01% 3130
2023
Q3 		$97.1K Hold
19,373
– – ﹤0.01% 3117
2023
Q2 		$140K Buy
+19,373
New +$165K ﹤0.01% 3118
2021
Q3 		– Sell
-25,000
Closed -$477K – 3342
2021
Q2 		$477K Hold
25,000
– – ﹤0.01% 2612
2021
Q1 		$529K Buy
+25,000
New +$535K ﹤0.01% 2452

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TFCM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
CWM
Cahill Wealth Management Portage, Michigan $196M AUM 8.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stifel Financial's CLPT Position: Q1 2024 in Review

Stifel Financial sold out of ClearPoint Neuro (CLPT) in Q1 2024, closing a stake of 19,373 shares — an estimated $132K sold.

Stifel Financial first reported a position in CLPT in Q1 2021 and held it in 5 quarters. The position peaked at $529K in Q1 2021. 81 funds tracked by Wall St. Rank hold CLPT as of Q1 2024.

  • Stifel Financial reported no remaining ClearPoint Neuro position as of Q1 2024 after selling out during the quarter.
  • Stifel Financial sold 19,373 ClearPoint Neuro shares in Q1 2024, an estimated $132K.
  • Stifel Financial first reported a position in ClearPoint Neuro in Q1 2021 and held it in 5 quarters.
  • Stifel Financial's ClearPoint Neuro position peaked at $529K in Q1 2021.
  • 81 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q1 2024.

Based on Stifel Financial's 13F filing for Q1 2024, filed 14 May 2024.